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Associate Analyst - Processing (Data Entry), 12 - 9 pm

Securities America, Inc. La Vista, NE
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Job Description

The primary responsibilities of this position is to process all new Non-Brokerage/Brokerage accounts entering data from associated paperwork via Securities America's internal processing system and to process account updates supplied by the representative or client. 
 

Position Requirements:

  • At least six months securities industry experience preferred
  • Ability to work the following schedule: Monday - Friday, 12 - 9 pm
  • Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required
  • Ability to work as an engaged member of a team while displaying a positive, helpful attitude
  • Ability to identify discrepancies and provide workable solutions
  • Ability to maintain confidentiality
  • Ability to organize, prioritize and handle multiple tasks within established timeframes
  • Ability to pay close attention to detail, work under pressure and meet or exceed deadlines
  • Ability to solve problems while considering company policies/procedures, industry rules and regulations
  • Functional knowledge of  Microsoft Office Suite with emphasis on Word and Excel

 
Position Duties/Tasks:
This position is responsible for, but not limited to the following:

  1. Review and complete data entry to set up all accounts regardless of product level (e.g. Brokerage, Non-Brokerage for both clearing firms) using Securities America's systems 
  2. Validate and prepare documents for scanning into Cardiff TeleForm Verifier, including identifying original documents that may need to follow additional processes
  3. Verify signatures and accuracy of information entered during account set up
  4. Determine intent of non-brokerage paperwork submitted via mail or fax so proper processing can occur or paperwork can be redistributed to proper team for handling
  5. Identify and document opportunities to mitigate risk and improve processes
  6. Perform other duties as assigned

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Job Details

Date Posted January 30, 2019
Date Closes March 1, 2019
Located In La Vista, NE
Department Operations
Function Account Processing
Job Type Full-time Employee
Compensation Hourly Wage
Experience Level Entry Level (0-2 yrs. experience)
Shift
Evening
Mon: 12 pm to 9 pm
Tue: 12 pm to 9 pm
Wed: 12 pm to 9 pm
Thu: 12 pm to 9 pm
Fri: 12 pm to 9 pm
Start Date Immediately
Positions Available 1
SOC Category 43-9021.00 Data Entry Keyers
Zipcode 68128
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...
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